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Act
ACT! by Sage enables you and/or your team of 1-5 users to instantly access key contact and customer information, manage and prioritize activities, and track all contact-related communications so you can grow more productive business relationships.
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CDS
CDS is a modular client and contact management system designed to increase the effectiveness of investment advisors, insurance agents, and the companies they represent. With its specially designed marketing, sales, and customer service capabilities, there is no better solution for the financial services professional.
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GoldMine
Maximize your time, relationships and opportunities with the award-winning GoldMine suite of solutions. Out of the box, GoldMine helps you increase productivity, streamline sales and marketing automation, and win and retain customers by giving you the information you need to build relationships. Expand your GoldMine capabilities with a full suite of modules that enhance communication and keep your mobile employees connected.
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Maximizer
A leader in sales and contact management since 1995 with over 1 million users worldwide, Maximizer sales contact manager makes it easy to succeed by effectively managing your time, customers, and sales.
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Microsoft Outlook
Outlook 2003 provides an integrated solution for managing and organizing e-mail messages, schedules, tasks, notes, contacts, and other information. Outlook 2003 delivers innovations you can use to manage your communications, organize your work, and work better with others—all from one place.
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PlanPlus
Financial planners make four times more revenue than traditional transaction oriented sales people, but many of the tools and training are challenging. The PlanPlus Web AdvisorTM Online is your first step to integrate investment and financial planning advice in a simple, easy to use manner into your practice. The Investment Policy Statement, Client Planning Assessment and the Personal Financial Strategy are powerful tools to position you as the primary problem solver for your clients. The integrated action plans create natural transition mechanisms to ensure that all your clients' needs are addressed, generating maximum opportunity for your business.
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Ticoon
The Advisor Dashboard provides financial advisors and their team with a web application that automates and streamlines client management, communication and administrative tasks, allowing them to focus on their key clients.
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Univeris
Univeris EWMS enables investment dealers, banks, insurance companies and other financial service providers to drive their Total Financial Management (TFM) strategies into the marketplace. And EWMS’ modular design can be fully customized to match the client environment, irrespective of product and plans, so that enterprise wealth strategies and be optimized and maximized.
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Winfund
Winfund Front-Office was initially released in May 1998 as a stand-alone, off-book record keeping tool for financial planners. The Front-Office contains all the necessary functionality to handle task management, scheduling, client and prospect management, file management, document imaging and an advanced data query engine.
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